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Drake & Associates, LLC · 2 hours ago

Business Development Coordinator

Greater Milwaukee

Full-time

Onsite

Entry, Mid Level

2+ years exp

Drake & Associates, LLC is focused on delivering exceptional client experiences and is seeking a Business Development Coordinator to support this mission. The role involves engaging leads through various marketing channels and maintaining relationships without relying on cold calling, while also assisting in appointment setting and managing calendars.

Financial Services

Responsibilities

Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email

Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide

Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary

Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule

Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments

Qualification

Sales experienceGoogle SuiteCommunication skillsSalesforceOrganizational skillsProblem-solvingTeam playerDetail-oriented

Required

2+ years' experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company

Excellent communication skills; both verbal and written

Proficient with Google Suite

Preferred

Bachelor's degree preferred

Experience with Salesforce preferred, but not required

Company

Drake & Associates, LLC

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals.

Founded in 2002

Waukesha, Wisconsin, US

11-50 employees